Contracts
Manage recurring service agreements and rental contracts with automatic billing schedules.
Overview
Contracts represent ongoing agreements with customers — such as monthly service contracts, rental agreements, or maintenance plans. They can generate invoices automatically on a set schedule.
INFO
The contracts module is optional. Enable it in Company > Features if you don't see it in the navigation.
Creating a contract
- Go to Contracts > New Contract
- Fill in:
- Name — A descriptive title (e.g., "Monthly cleaning service")
- Customer — The client party to the contract
- Amount — The recurring billing amount
- Recurrence — How often to bill (weekly, monthly, quarterly, yearly)
- Start date — When the contract begins
- End date — Optional end date
- Description — Terms and details
- Click Save
Contract statuses
| Status | Description |
|---|---|
| Active | Currently in effect, generates invoices |
| Inactive | Paused — no invoices generated |
Automatic invoicing
Active contracts with a recurrence schedule automatically generate invoices at each billing period. The system:
- Creates a draft invoice based on the contract terms
- Applies the correct customer, amount, and description
- Follows your invoice numbering settings
You can review and send generated invoices manually, or configure auto-sending.
Linking to assets
Contracts can be linked to objects/assets for rental management:
- Associate a contract with a property, vehicle, or piece of equipment
- Track which assets are currently rented and to whom
- View contract history per asset
Metrics
The contracts list page shows summary metrics:
- Total active contracts
- Total contract value
- Contracts by recurrence type
Bulk actions
- Change status — Activate or deactivate multiple contracts
- Archive — Move to archive
- Restore — Bring back archived contracts
Tips
- Use contracts together with recurring invoices for different billing scenarios
- Link contracts to objects for full rental management
- Set end dates to get notified before contracts expire
- Review the contracts filter to see active vs. inactive at a glance